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Responsibilities: Performing of the weekly and month end Trust Surplus Opening of Section 86(4) Investment accounts accounts, and the administering of payments to the trust bank account Month end reconciliation of all section of daily EFT payments in respect of business and trust bank accounts Preparation of EFT reconciliations
Responsibilities: Performing of the weekly and month end Trust Surplus Opening of Section 86(4) Investment accounts accounts, and the administering of payments to the trust bank account Month end reconciliation of all section of daily EFT payments in respect of business and trust bank accounts Preparation of EFT reconciliations
and digital channels
telephonic and digital channels Develop strong and trusted relationships with providers and unlock value proposition to existing clients 2 years building strong and trusted business-level relationships with clients Experience
accredited financial advisor commands the respect and trust of those customers who are entrusting their and
accredited financial advisor commands the respect and trust of those customers who are entrusting their and
calculations. Responsibilities : Be the customer's trusted technical advisor. Meet customer acquisition and
calculations. Responsibilities : Be the customer's trusted technical advisor. Meet customer acquisition and
review tax returns for individuals, businesses, and trusts Advise clients on tax planning and compliance matters